Planned Parenthood Of Northern New England Tax Sheltered Annuity Plan
Sponsored by Planned Parenthood Of Northern New England · EIN 030222941 · Plan #001
- Total assets
- $14.3M
- Net assets
- $14.3M
- Active participants
- 215
- With balances
- 349
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Gibson Capital, Llc CRD 148836 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator | $81,451 |
| Gibson Capital, Llc | Investment advisory (participants), Investment advisory (plan) | $38,710 |